Cassie Jackson

Cassie Jackson

LinkedIn
VP of Enterprise Solutions at AdvicePay
Email
Email **************
Phone
Phone Number **************
Company
Current Company AdvicePay
Location
Location Bozeman, Montana, United States
lightning_bolt Market Research

Cassie Jackson


VP of Enterprise Solutions



Professional Overview
Cassie Jackson is a seasoned business leader with over a decade of experience driving growth and innovation in the financial technology industry. As the Vice President of Enterprise Solutions at AdvicePay, she leverages her deep expertise in enterprise sales, strategic account management, and product development to deliver transformative solutions that empower financial advisors and their clients.

Experience Summary

Current Role


As the VP of Enterprise Solutions at AdvicePay, Cassie is responsible for leading the company's enterprise-level initiatives, including strategic partnerships, large-scale deployments, and custom product integrations. She works closely with AdvicePay's executive team to develop and execute go-to-market strategies that align with the evolving needs of the company's high-value clients. Under her leadership, AdvicePay has forged deep relationships with leading financial institutions, driving significant revenue growth and positioning the company as a trusted partner in the wealth management space.

Career Progression


Cassie's career trajectory has been marked by a consistent focus on driving growth and innovation. Prior to her current role, she served as the Chief Growth Officer at Bento Engine, where she spearheaded the company's expansion into new markets and the development of cutting-edge fintech solutions. Earlier in her career, Cassie held various sales and leadership positions at AdvicePay, where she demonstrated her ability to build high-performing teams, cultivate strategic partnerships, and deliver exceptional customer experiences.

In addition to her corporate roles, Cassie is the founder and Executive Director of Suffer Out Loud, a nonprofit organization dedicated to promoting mental health awareness and providing support services to underserved communities.

Academic Background
Cassie holds a Bachelor of Science degree in Business Administration from Montana State University, where she graduated with honors.

Areas of Expertise
  • Enterprise sales and strategic account management

  • Fintech product development and go-to-market strategy

  • Strategic partnerships and business development

  • Team leadership and organizational transformation

  • Nonprofit management and community engagement


Professional Impact
Under Cassie's leadership, AdvicePay has experienced significant growth, securing high-profile enterprise clients and forging strategic partnerships that have expanded the company's reach and impact within the financial services industry. Her innovative approach to product development and her ability to navigate complex enterprise environments have earned her recognition as a respected thought leader in the fintech space.

Conclusion
With her proven track record of success, Cassie Jackson is poised to continue driving transformative change in the financial technology industry. As the VP of Enterprise Solutions at AdvicePay, she is committed to leveraging her expertise and passion to empower financial advisors, strengthen client relationships, and contribute to the broader evolution of the wealth management landscape.
live_help_icon Frequently Asked Questions about Cassie Jackson
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What company does Cassie Jackson work for AdvicePay? Cassie Jackson works for AdvicePay
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What is Cassie Jackson's email address? Cassie Jackson's email address is **********
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What is Cassie Jackson's role at AdvicePay? Cassie Jackson's role at AdvicePay is VP of Enterprise Solutions
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